OD
Olivier Doublet Portfolio
Invests via Caisse Des Depots Et Consignations | Managed by Olivier Doublet
Invests via Caisse Des Depots Et Consignations
Managed by Olivier Doublet
Automatically Tracked
Olivier Doublet Profile
With a robust background in the financial services industry, Olivier Doublet is recognized for his significant contributions to corporate finance and investment management. He has cultivated expertise in guiding businesses through strategic transitions while emphasizing operational efficiency. His leadership spans multiple sectors, including technology and consumer goods, where he has successfully driven growth initiatives and optimized capital structures. Notably active in fostering collaborative partnerships within the investment landscape, Doublet leverages his extensive network to identify emerging market opportunities that align with long-term value creation.
With a robust background in the financial services industry, Olivier Doublet is recognized for his significant contributions to corporate finance and investment management. He has cultivated expertise in guiding businesses through strategic transitions while emphasizing operational efficiency. His leadership spans multiple sectors, including technology and consumer goods, where he has successfully driven growth initiatives and optimized capital structures. Notably active in fostering collaborative partnerships within the investment landscape, Doublet leverages his extensive network to identify emerging market opportunities that align with long-term value creation.
Investment Philosophy & Strategy
Growth opportunities within dynamic sectors are at the forefront of Olivier Doublet's investment strategy. Drawing on his deep-seated experience in corporate finance, he excels at spotting undervalued assets ripe for transformation. His decision-making is influenced by a commitment to operational improvement and strategic partnerships that amplify long-term growth potential. In particular, attention is placed on aligning capital allocations with innovations that enhance business models across various industries. This proactive stance enables the identification of unique value propositions while maintaining competitive advantages.
Growth opportunities within dynamic sectors are at the forefront of Olivier Doublet's investment strategy. Drawing on his deep-seated experience in corporate finance, he excels at spotting undervalued assets ripe for transformation. His decision-making is influenced by a commitment to operational improvement and strategic partnerships that amplify long-term growth potential. In particular, attention is placed on aligning capital allocations with innovations that enhance business models across various industries. This proactive stance enables the identification of unique value propositions while maintaining competitive advantages.
Disclaimer: This Portfolio is derived from and computed based on publicly available data from SEC filings.
Gain and growth charts are calculated per selected timeframe:
45.24%
Gain +0.99%
Monthly
1.9%
Yearly
25.39%
Drawdown
16.74%
$6.25B
Equity
Holdings
$6.25B
Investment
$5.15B
$1.17B
Profit +$42.52M
Realized
$67.95M
Unrealized
$1.11B
Dividends
$104.4M
Goals
Avg. 0% completed goals
Today
Compared To Yesterday
Gain
0.99%
Profit
$42.52M
Win %
67%
This Week
Compared To Last Week
Gain
0.45%
Profit
$28.06M
Win %
67%
This Month
Compared to last month
Gain
1.81%
Profit
$111.25M
Win %
67%
This Year
Compared to last year
Gain
5.72%
Profit
$337.68M
Win %
65%
AMZN Amazon.com Inc
+15.32%
+$7.66M 
DXCM DexCom, Inc.
+11.95%
+$102,393.72 
ETN Eaton Corporation plc
+7.32%
+$163,178.84 
GOOG Alphabet Inc
+6.88%
+$2.33M 
GOOGL Alphabet Inc
+6.73%
+$2.98M 
WY Weyerhaeuser Company
+6.51%
+$262,747.07 
VRT Vertiv Holdings Co
+6.18%
+$32,107.76 
ANET Arista Networks, Inc.
+5.46%
+$134,883.9 
FTNT Fortinet Inc.
+4.99%
+$240,278.5 
UNIT Uniti Group Inc.
+4.63%
+$30,381.65 
SNPS Synopsys, Inc.
+4.41%
+$14,129.82 
FERG Ferguson Enterprises Inc
+3.52%
+$45,373.21 
TT Trane Technologies plc
+3.33%
+$4.54M 
WBD Warner Bros. Discovery, Inc.
+3.26%
+$54,327.65 
ARES Ares Management Corporation
+3.2%
+$13,799.71 
CRS Carpenter Technology Corporation
+3.17%
+$12,616.43 
ATI ATI Inc.
+3.05%
+$16,359.65 
CRWD CrowdStrike Holdings, Inc.
+3.04%
+$88,254.72 
MSFT Microsoft Corp.
+3.02%
+$1.96M 
NVDA NVIDIA Corporation
+2.93%
+$2.9M 
DNOW Dnow Inc.
+2.77%
+$17,100.38 
LYB LyondellBasell Industries N.V.
+2.71%
+$50,523.54 
CNC Centene Corporation
+2.27%
+$49,602.72 
FAST Fastenal Co.
+2.25%
+$166,975.2 
GLW Corning Incorporated
+2.24%
+$47,989.14 
WDC Western Digital Corporation
+2.21%
+$45,949.4 
FDXF FedEx Freight Holding Company Inc.
+2.17%
+$6,505.34 
CDNS Cadence Design Systems, Inc.
+2.16%
+$21,398.34 
CSCO Cisco Systems, Inc.
+2.14%
+$444,111.66 
LNG Cheniere Energy Inc.
+2.13%
+$81,928.37 
GWW W.W. Grainger, Inc.
+1.97%
+$5,452.92 
JCI Johnson Controls International plc
+1.93%
+$88,818.22 
LHX L3Harris Technologies, Inc.
+1.9%
+$28,457.44 
PANW Palo Alto Networks, Inc.
+1.89%
+$180,490.2 
BWXT Bwx Technologies Inc.
+1.88%
+$11,979.72 
CRM Salesforce Inc
+1.83%
+$145,216.06 
ORCL Oracle Corporation
+1.81%
+$103,102.23 
HWM Howmet Aerospace Inc.
+1.8%
+$75,606.51 
ADT ADT Inc.
+1.73%
+$12,185.81 
VTR Ventas Inc.
+1.73%
+$8,347.5 
KMI Kinder Morgan, Inc.
+1.64%
+$130,484.12 
HPE Hewlett Packard Enterprise Company
+1.61%
+$73,307.32 
ACN Accenture plc Class A
+1.61%
+$425,177.94 
BSX Boston Scientific Corporation
+1.59%
+$54,195.93 
VZ Verizon Communications Inc.
+1.52%
+$64,632.4 
PWR Quanta Services Inc.
+1.43%
+$47,706.73 
GE General Electric Company
+1.42%
+$173,147.62 
SLB Schlumberger Limited
+1.39%
+$57,011.2 
CAH Cardinal Health Inc.
+1.3%
+$54,366.17 
WWD Woodward Inc.
+1.25%
+$6,754.17 
FTV Fortive Corporation
+1.25%
+$16,800.95 
CMCSA Comcast Corp
+1.23%
+$2,703.96 
WFC Wells Fargo & Company
+1.19%
+$4,990.86 
HONA Honeywell Aerospace Inc.
+1.18%
+$39,484.72 
AMAT Applied Materials, Inc.
+1.18%
+$155,837.23 
ITW Illinois Tool Works Inc.
+1.15%
+$10,764 
NOW ServiceNow, Inc.
+1.05%
+$77,327.92 
CW Curtiss-Wright Corporation
+1.02%
+$3,119.51 
ADBE Adobe Inc.
+1.01%
+$51,628.4 
BKR Baker Hughes Company
+0.98%
+$27,685.16 
ADP Automatic Data Processing Inc.
+0.98%
+$51,457.92 
TTE TotalEnergies SE
+0.95%
+$25.21M 
UNP Union Pacific Corporation
+0.92%
+$2,261.5 
SCHW Charles Schwab Corporation
+0.87%
+$87,625.72 
IBM International Business Machines Corporation
+0.86%
+$56,227.9 
CRCT Cricut, Inc.
+0.86%
+$1,003.64 
GEV GE Vernova Inc.
+0.85%
+$79,210.92 
CAT Caterpillar Inc.
+0.7%
+$77,684.53 
CARR Carrier Global Corporation
+0.68%
+$22,645.56 
DOW Dow Inc.
+0.67%
+$14,770.2 
AA Alcoa Corporation
+0.65%
+$3,524.08 
HEI Heico Corporation
+0.62%
+$8,946.07 
APH Amphenol Corporation
+0.55%
+$29,047.59 
CHRW C.H. Robinson Worldwide, Inc.
+0.55%
+$6,334.2 
EXPD Expeditors International of Washington, Inc.
+0.53%
+$3,571.06 
EXC Exelon Corporation
+0.53%
+$34,049.52 
STX Seagate Technology Holdings plc
+0.52%
+$12,473.38 
MBLY Mobileye Global Inc.
+0.51%
+$1,160.56 
Q Qnity Electronics Inc.
+0.51%
+$2,222.85 
AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock
+0.47%
+$51,427.2 
AXON Axon Enterprise, Inc.
+0.47%
+$942.19 
KKR KKR & Co. Inc.
+0.45%
+$1,380.6 
CSX CSX Corporation
+0.42%
+$42,349.44 
MDLN Medline Inc.
+0.41%
+$1,155.52 
PFE Pfizer Inc.
+0.4%
+$34,421 
RTX RTX Corporation
+0.39%
+$32,005.68 
AVGO Broadcom Inc.
+0.37%
+$147,018.24 
PG Procter & Gamble Co
+0.37%
+$36,747.55 
OTIS Otis Worldwide Corporation
+0.36%
+$8,092.76 
BAC Bank of America Corporation
+0.36%
+$59,652.34 
XIFR Xplr Infrastructure Partners L.P.
+0.34%
+$1,827.4 
MRK Merck & Co., Inc.
+0.32%
+$32,423.59 
JPM JPMorgan Chase & Co.
+0.27%
+$65,829.14 
CME CME Group Inc.
+0.21%
+$13,502.4 
JNJ Johnson & Johnson
+0.21%
+$30,860.31 
CMI Cummins Inc.
+0.19%
+$3,601.53 
INTU Intuit Inc.
+0.18%
+$939.94 
USB U.S. Bancorp
+0.17%
+$2,332.07 
T AT&T Inc.
+0.17%
+$9,881.68 
MS Morgan Stanley
+0.17%
+$10,203.54 
BNY BlackRock New York Municipal Income Trust
+0.16%
+$5,183.71 
HST Host Hotels & Resorts Inc.
+0.16%
+$8,086.6 
DELL Dell Technologies Inc.
+0.14%
+$4,089.12 
XYL Xylem Inc.
+0.13%
+$353.55 
MMM 3M Company
+0.12%
+$4,830.89 
ISRG Intuitive Surgical, Inc.
+0.1%
+$1,430.6 
C Citigroup Inc.
+0.1%
+$3,102.34 
WMT Walmart Inc.
+0.09%
+$14,054.48 
ABT Abbott Laboratories
+0.09%
+$3,293.73 
DIS The Walt Disney Company
+0.03%
+$1,011.18 
CNHI CNH Industrial N.V.
0%
$0 
SNAP Snap Inc.
0%
$0 
EIDO iShares MSCI Indonesia ETF
0%
$0 
HONIV Honeywell International Inc.
0%
$0 
ALHC Alignment Healthcare, Inc.
-20.2%
-$111,438.88 
MTZ MasTec, Inc. Common Stock
-18.91%
-$109,798.58 
RIVN Rivian Automotive, Inc.
-9.57%
-$232,010.66 
AAPL Apple Inc.
-7.35%
-$7.68M 
PPC Pilgrim's Pride Corporation
-6.75%
-$111,175.02 
TROW T. Rowe Price Group, Inc.
-6.31%
-$60,352.95 
LIN Linde plc
-5.95%
-$22.46M 
MU Micron Technology, Inc.
-5.9%
-$992,327.47 
CLOV Clover Health Investments, Corp.
-3.92%
-$20,681.35 
CMG Chipotle Mexican Grill, Inc.
-3.37%
-$231,355.8 
KRO Kronos Worldwide Inc.
-3.37%
-$2,191.77 
CI The Cigna Group
-2.99%
-$15,127.79 
VIR Vir Biotechnology Inc.
-2.7%
-$12,056.4 
XRAY Dentsply Sirona Inc.
-2.69%
-$58,504.77 
QCOM QUALCOMM Incorporated
-2.63%
-$49,220.76 
CWK Cushman & Wakefield Ltd.
-2.61%
-$20,787.12 
EWY iShares MSCI South Korea ETF
-2.55%
-$213,720 
EQH Equitable Holdings, Inc.
-2.52%
-$19,695.99 
ABBV AbbVie Inc.
-2.51%
-$323,500 
ICE Intercontinental Exchange, Inc.
-2.42%
-$11,479.91 
NVR NVR, Inc.
-2.25%
-$31,441.94 
PCG PG&E Corporation
-2.25%
-$135,220.8 
NEM Newmont Corporation
-2.14%
-$51,155.7 
HE Hawaiian Electric Industries Inc.
-2.05%
-$14,744.7 
NFLX Netflix, Inc.
-2%
-$193,609.14 
APP AppLovin Corporation Class A Common Stock
-1.97%
-$31,609.06 
AMD Advanced Micro Devices, Inc.
-1.9%
-$402,070.23 
SYF Synchrony Financial
-1.79%
-$40,380.18 
CBRE CBRE Group Inc.
-1.77%
-$22,215.03 
ROIV Roivant Sciences Ltd
-1.77%
-$46,600.34 
PHM PulteGroup Inc.
-1.76%
-$25,746.45 
DHI D.R. Horton, Inc.
-1.7%
-$9,457.64 
SNOW Snowflake Inc.
-1.62%
-$31,383.09 
LRCX Lam Research Corporation
-1.58%
-$123,864.09 
NET Cloudflare Inc.
-1.56%
-$24,947.37 
CPRT Copart Inc.
-1.52%
-$66,901.5 
PLUG Plug Power Inc.
-1.44%
-$8,124.75 
KDP Keurig Dr Pepper Inc.
-1.43%
-$84,875.85 
NKE Nike, Inc. - Class B
-1.37%
-$35,348.68 
OPEN Opendoor Technologies Inc.
-1.31%
-$8,977.75 
MNST Monster Beverage Corporation
-1.3%
-$83,350.1 
FCX Freeport-McMoRan Inc.
-1.28%
-$43,143.03 
MDLZ Mondelez International, Inc.
-1.22%
-$33,812.33 
UBS UBS Group AG
-1.22%
-$5.08M 
F Ford Motor Company
-1.21%
-$102,267.72 
TJX The TJX Companies, Inc.
-1.21%
-$7,908.44 
EL The Estée Lauder Companies Inc. Class A
-1.16%
-$198,499 
SITC Site Centers Corp.
-1.16%
-$2,905.3 
NEE NextEra Energy, Inc.
-1.15%
-$116,965.07 
WRB W.R. Berkley Corporation
-1.15%
-$11,006.52 
IR Ingersoll Rand Inc.
-1.11%
-$641,669.38 
TXN Texas Instruments Inc
-1.08%
-$11,065.35 
PLD Prologis Inc.
-1.08%
-$26,774.68 
APAM Artisan Partners Asset Management Inc.
-1.06%
-$2,575.86 
DOC Healthpeak Properties, Inc.
-1.04%
-$11,548.25 
BWA BorgWarner Inc.
-1.04%
-$7,350.57 
ARGT GLOBAL X MSCI ARGENTINA ETF
-1.04%
-$48,000 
CRH CRH plc
-1.03%
-$46,259.64 
INTC Intel Corporation
-1.02%
-$125,056.17 
KO The Coca-Cola Company
-1.02%
-$160,984.8 
AZN AstraZeneca PLC American Depositary Shares
-0.99%
-$8.56M 
ROL Rollins, Inc.
-0.99%
-$60,105.36 
VMC Vulcan Materials Company
-0.98%
-$3,086.5 
EW Edwards Lifesciences Corporation
-0.98%
-$35,918.45 
SOFI SoFi Technologies, Inc.
-0.97%
-$21,388 
ALC Alcon Inc.
-0.96%
-$1.59M 
SN SharkNinja, Inc.
-0.95%
-$2,074.8 
VRTX Vertex Pharmaceuticals Incorporated
-0.95%
-$6,315.8 
CLF Cleveland-Cliffs Inc.
-0.95%
-$2,056.89 
LNC Lincoln National Corporation
-0.89%
-$10,245.9 
PGR Progressive Corporation
-0.87%
-$66,772.14 
SUNB Sunbelt Rentals Holdings, Inc.
-0.84%
-$331,367.25 
GILD Gilead Sciences Inc.
-0.81%
-$61,313.64 
PCAR PACCAR Inc.
-0.81%
-$7,869.96 
ALV Autoliv, Inc.
-0.8%
-$6,495.39 
HIG The Hartford Insurance Group, Inc.
-0.8%
-$22,244.88 
HUM Humana Inc.
-0.76%
-$18,709.67 
PYPL PayPal Holdings Inc
-0.76%
-$29,031.2 
CVS CVS Health Corporation
-0.75%
-$6,579.91 
MA Mastercard Incorporated
-0.74%
-$84,566.58 
DASH DoorDash, Inc.
-0.69%
-$2,457.78 
AMGN Amgen Inc.
-0.64%
-$4,173.86 
GS The Goldman Sachs Group, Inc.
-0.63%
-$19,336.29 
AMT American Tower Corporation
-0.63%
-$5,057.85 
EME EMCOR Group, Inc.
-0.62%
-$5,977.41 
COMP Compass Inc.
-0.61%
-$7,433.23 
DHR Danaher Corporation
-0.61%
-$17,546.55 
ACGL Arch Capital Group Ltd
-0.6%
-$5,581.5 
AVTR Avantor Inc.
-0.58%
-$23,075.92 
SBUX Starbucks Corporation
-0.57%
-$25,390.8 
EMBC Embecta Corp.
-0.55%
-$1,414.92 
LLY Eli Lilly and Company
-0.53%
-$69,765.53 
EPHE iShares MSCI Philippines ETF
-0.51%
-$39,650 
WELL Welltower Inc.
-0.51%
-$4,239.97 
WSE Wise Plc
-0.5%
-$101,576.28 
HLT Hilton Worldwide Holdings Inc.
-0.47%
-$2,395.98 
CF CF Industries Holdings, Inc.
-0.46%
-$13,621.88 
TRV The Travelers Companies, Inc.
-0.43%
-$22,865.64 
TMO Thermo Fisher Scientific Inc.
-0.43%
-$6,394.91 
HD The Home Depot, Inc.
-0.42%
-$31,627.13 
MDT Medtronic plc
-0.37%
-$11,224.32 
ABNB Airbnb, Inc.
-0.37%
-$12,878.37 
KVUE Kenvue Inc.
-0.36%
-$18,851 
ALLY Ally Financial Inc.
-0.34%
-$855.6 
CL Colgate-Palmolive Company
-0.33%
-$2,236.5 
CEG Constellation Energy Corporation
-0.31%
-$17,520.3 
CCI Crown Castle Inc.
-0.27%
-$1,880.13 
LAUR Laureate Education Inc.
-0.26%
-$2,859 
BX Blackstone Inc.
-0.25%
-$4,548.58 
COST Costco Wholesale Corporation
-0.24%
-$7,672.1 
HBAN Huntington Bancshares Incorporated
-0.23%
-$12,939.56 
DDOG Datadog, Inc. Class A Common Stock
-0.22%
-$1,807.76 
KR Kroger Co.
-0.21%
-$4,062.24 
BKNG Booking Holdings Inc.
-0.18%
-$10,511.04 
ODFL Old Dominion Freight Line, Inc.
-0.15%
-$2,524.83 
ELV Elevance Health, Inc.
-0.15%
-$3,104.58 
QGEN QIAGEN N.V.
-0.12%
-$63,918.65 
KIM Kimco Realty Corporation
-0.12%
-$545.46 
KEY KeyCorp
-0.09%
-$2,705.54 
V Visa Inc. Class A
-0.04%
-$25,856.71 
UBER Uber Technologies, Inc.
-0.01%
-$909.11 Events
Loading...
Dividends
Dividend Analysis
Loading...
No Data
| Trades 1005 | Longs Won 629/1005 62% | Profit Factor 5.33 |
| Profitability | Shorts Won 0/0 0% | Standard Deviation $23.73M |
| Average Win $2.29M | Best Trade (Aug 20) $752.6M | Sharpe Ratio -11.65 |
| Average Loss -$719,251.71 | Worst Trade (Aug 03) -$192.74M | Z-Score 6.46 (100%) |
| Commissions $0 | Avg. Trade Length 9m 2w 6d | Expectancy $1.17M |
| Loss Size | 100% | 90% | 80% | 70% | 60% | 50% | 40% | 30% | 20% | 10% |
| Probability of Loss | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | <0.01% | 0.01% | 0.31% | 6.53% |
| Consecutive Losing Trades | 8,696 | 7,826 | 6,957 | 6,087 | 5,217 | 4,348 | 3,478 | 2,609 | 1,739 | 870 |
Hover over the desired column for a detailed explanation.
Returns
Overall, Monthly| Symbol | Quantity | Cost | Value | Comm. | Profit ($) | Gain (%) | Change |
|---|---|---|---|---|---|---|---|
| AA Alcoa Corporation | 12,152 | $633,605 | $549,999.52 | - | -$83,605.48 | -13.2% | +0.645% |
| AAPL Apple Inc. | 313,217 | $78.26M | $96.76M | - | $18.5M | 23.63% | -7.354% |
| ABBV AbbVie Inc. | 50,000 | $8.96M | $12.55M | - | $3.59M | 40.03% | -2.513% |
| ABNB Airbnb, Inc. | 22,997 | $3.06M | $3.48M | - | $421,057.68 | 13.74% | -0.368% |
| ABT Abbott Laboratories | 36,597 | $4.28M | $3.87M | - | -$407,389.17 | -9.53% | +0.085% |
| ACGL Arch Capital Group Ltd | 9,150 | $840,139.2 | $919,849.5 | - | $79,710.3 | 9.49% | -0.603% |
| ACN Accenture plc Class A | 161,664 | $53.36M | $26.82M | - | -$26.54M | -49.73% | +1.611% |
| ADBE Adobe Inc. | 20,569 | $8.57M | $5.15M | - | -$3.42M | -39.9% | +1.013% |
| ADP Automatic Data Processing Inc. | 19,868 | $5.82M | $5.29M | - | -$521,932.49 | -8.97% | +0.982% |
| ADT ADT Inc. | 93,737 | $747,780.25 | $716,150.68 | - | -$31,629.57 | -4.23% | +1.731% |
| AGNCO AGNC Investment Corp. 10.1219% Perpetual Preferred Stock | 428,560 | $10.89M | $10.94M | - | $51,427.2 | 0.47% | +0.472% |
| ALC Alcon Inc. | 2.37M | $200.74M | $163.67M | - | -$37.07M | -18.47% | -0.963% |
| ALHC Alignment Healthcare, Inc. | 29,638 | $333,427.54 | $440,124.3 | - | $106,696.76 | 32% | -20.204% |
| ALLY Ally Financial Inc. | 5,704 | $205,401.06 | $247,154.32 | - | $41,753.26 | 20.33% | -0.345% |
| ALV Autoliv, Inc. | 6,561 | $810,283.5 | $808,118.37 | - | -$2,165.13 | -0.27% | -0.797% |
| AMAT Applied Materials, Inc. | 26,413 | $11.62M | $13.41M | - | $1.79M | 15.37% | +1.176% |
| AMD Advanced Micro Devices, Inc. | 43,514 | $6.11M | $20.72M | - | $14.61M | 239.15% | -1.904% |
| AMGN Amgen Inc. | 1,683 | $438,656.8 | $648,224.28 | - | $209,567.48 | 47.77% | -0.64% |
| AMT American Tower Corporation | 4,598 | $1.02M | $797,109.28 | - | -$219,140.83 | -21.56% | -0.631% |
| AMZN Amazon.com Inc | 212,440 | $46.58M | $57.69M | - | $11.11M | 23.86% | +15.321% |
No Data
Option values are updated at end of day.
No Data
No Data
Option values are updated at end of day.
No Data
No Data
No Data
No Data
FAQ
Which stocks have generated the highest profits for Olivier Doublet?
The largest contributions to the portfolio's profits come from the following stocks: TotalEnergies SE - $59.56M, QIAGEN N.V - $12.2M, Lam Research Corporation - $9.52M, UBS Group AG - $9.47M, and Micron Technology, Inc - $8.19M. These positions have been the main drivers of growth and have significantly impacted the investor's overall performance.
Which stocks have generated the largest losses for this investor?
The largest losses in the portfolio are associated with the following stocks: Coty Inc - $10.22M, Tesla, Inc - $2.26M, Intuit Inc - $2.26M, Robinhood Markets, Inc - $2.23M, and Amrize Ltd - $1.97M. These positions have had the most negative impact on overall performance and highlight the weaker areas of the portfolio.
What dividends does Olivier Doublet's portfolio generate?
The portfolio generates substantial dividend income, with a total of $104.4M earned over time. The largest contributors to dividend income include TotalEnergies SE - $59.56M, UBS Group AG - $7.86M, Linde plc - $6.68M, Accenture plc Class A - $1.61M, and Alcon Inc - $1.26M. This indicates that dividends play a meaningful role in the investor's overall strategy.
How stable are Olivier Doublet's monthly returns?
Olivier Doublet's monthly returns show a mixed pattern. Some months are relatively calm, while others are noticeably stronger or weaker, which suggests that performance is not fully consistent over time. This points to a strategy that may offer attractive upside but can also experience uneven short-term results.
Can Olivier Doublet's strategy be considered aggressive or moderate?
Olivier Doublet's strategy can be described as moderate. It balances growth potential with risk management, showing a willingness to accept some volatility while still maintaining a relatively structured and diversified approach.
Should beginners follow Olivier Doublet's strategy?
Olivier Doublet's strategy is probably not ideal for beginners. The combination of risk, volatility, or portfolio complexity may make it harder to follow and understand without prior experience. Users who are new to investing may find it challenging to replicate or tolerate the performance swings.
